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Tamarac PortfolioCenter Cloud

Portfolio Management Solution for emerging RIA practices.
PortfolioCenter Cloud is the perfect solution for emerging practices seeking to create efficiencies through cloud-based portfolio accounting technology, enhanced client reporting, and streamlined billing – all on a platform that is designed to grow with you.

PortfolioCenter Cloud allows you to:

  • Simplify and streamline your processes
  • Retain control in-house
  • Access your data any time, from anywhere
  • Recognize efficiencies with ready-made templates
  • Never worry about hardware specifications
  • Reduce IT overhead and demands on resources
  • Budget with no surprises
  • Sleep better knowing your data is secure

When the time is right, you can easily add industry-leading Tamarac Reporting, Trading and CRM without the need for data conversion. Grow and scale your business with no disruption to your firm.

Grow and scale your business

PortfolioCenter Cloud provides you with the ability to demonstrate your firm’s value. Designed with emerging practices in mind, this solution gives you the reporting flexibility to communicate information in a meaningful way to your clients. Flexible, customizable client reports demonstrate how their investments are being managed and the value you provide as their investment advisor.
Report what's relevantWith over 70 standard client reports and 100 available report columns, you have maximum flexibility to determine the type of information to display
Communicate effectivelyChoose the look and feel and the level of detail for individual reports to reflect each client’s situation and information preferences.
Professional presentationAdd your company logo to reinforce your firm’s brand.
Simplify distributionSelect reporting options, multi-report packages, print in batches and create PDFs for easy electronic distributions and archiving.
Retain controlYou maintain control over your data and reconciliation, while we do the daily download to simplify your processing.

PortfolioCenter Cloud provides multiple billing options. Bill your clients based on their preferences while making sure you receive timely payment for you firm’s services. Here’s a few of our billing options:

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Case Study
How an emerging practice planned for future growth with the right tech solution.
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5 Reasons to Move From Desktop Software to Cloud
Spend your time managing your business—not your technology. Whether you are an existing desktop client or an emerging RIA, the transition to our cloud solution may be easier than you think.
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Portfolio Management Solutions That Keep You Ahead
Emerging practices seeking to create efficiencies, enhance their client reporting, and streamline billing at an affordable price choose PortfolioCenter Hosted. This trusted portfolio accounting software provides the building blocks for success that can grow with you.
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The services and materials described herein are provided on an ‘as is’ and ‘as available’ basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, noninfringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.
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